Insurance Marketing

Attract more qualified prospects and increase policyholders in real-time using insurance marketing tactics like real-time data transfers and hot prospect alerts.

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Make Effective Insurance Marketing Your Policy

77% of banking and insurance consumers were moved to purchase by customized promotions, and marketing for insurance agents has never been more challenging. In such a fast-paced, highly regulated industry, you need powerful insurance agency marketing tools to capture and consolidate policyholder info, turn it into meaningful content, and mitigate customer churn. With Act-On’s advanced segmentation, lead scoring, and nurture campaign tools, we can help your insurance agency with marketing automation solutions that increase policyholder conversions using real-time data and hot prospect alerts.

Integrate Systems to Align Your Organization

To help you create more meaningful communications for your prospects, brokers, and policyholders, our marketing automation platform integrates with leading CRMs — including Salesforce, Microsoft Dynamics, and SugarCRM.

Attract and Acquire New Policyholders

With a multi-channel strategy for insurance digital marketing, you can increase web traffic, generate more leads, deliver innovative marketing programs, and strengthen relationships with your prospects and policyholders.

Rapid Marketing Automation Implementation

With our integrated growth marketing software, the days of manual data processing are over. Enable conditional logic and dynamic content to funnel prospects and policyholders through a personalized, seamless sales process.

Automate Policy Renewals

Digital marketing for insurance agents can be hectic. Stay on top of your upselling and renewal activities by sending policy-specific and personalized emails to auto-renew, bundle, or purchase additional insurance products.

We needed a platform to streamline email process while marrying best practices and data to deliver a unique customer experience.

Jen Twersky, Digital Marketing Project Manager (Meyer and Associates)

Here are just some of the financial institutions that leverage Act-On to create personalized customer journeys.

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